cardiff-castle.jpg

BBC Business Latest

Geraint Davies Independent Financial Services

We are a family based financial advisory service based in Cardiff Bay. With over 20 years experience we specialise in putting our clients at the heart of everything we do.

With the entire market at our fingertips we can provide a comprehensive range of advice and services to cater for all your financial needs, personal or corporate. Our professional yet relaxed and jargon free environment provides peace of mind from a company you can trust.

For your FREE initial consultation, call 02920 448 111 (office), 07890 748 126 (mobile) or email us.

 

Personnal Services

  • Lump Sum Investments
  • Regular Savings Plans
  • Retirement Planning
  • Income Protection
  • Critical Illness
  • Life Cover, Long Term Care
  • Mortgages/Re-Mortgages
  • Inheritance Tax Planning
  • Private Medical Insurance
 

Corporate Services

  • Executive Pensions
  • Stakeholder Pensions
  • Group Personal Pensions
  • Group Income Protection
  • Group Life Cover/Critical Illness
  • Key Man Protection
  • Share Protection
  • Employee Benefits